United Kingdom - Wales • Private client

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Personal tax, trusts and probate

Blake Morgan LLP

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The ‘experienced and very professional’ team at Blake Morgan LLP has ’a great depth of knowledge’ across succession and tax planning matters. ‘Extremely proactive’ team head Lisa Davies shows ’real technical expertise along with practical experience‘, often drawing upon resources from complementary practice areas at the firm, to ensure that clients receive a holistic service in relation to their wealth preservation needs, in particular. Senior associate Nicky Sherrard is also recommended for estate planning matters and administration, as is ’very professional, yet compassionate’ senior solicitor Holly Jones , including as it relates to the preparation of wills and Power of Attorney.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘It is an experienced and very professional team with a great depth of knowledge who react quickly and efficiently to client queries. They display a willingness to think outside the box.'
  • ‘The practice is very professional and exceptionally thorough.'

  • ‘Lisa Davies is extremely proactive, responsible and knowledgeable. She showed a real technical expertise along with practical experience.'

  • ‘Lisa Davies has a no-nonsense approach which the clients like - they know where they stand and have the upmost confidence that she always knows what she is talking about.’

  • ‘Holly Jones was extremely helpful in preparing our wills and advising on POA. ’

  • 'Holly Jones was very professional, yet compassionate.'

Lawyers

Rising stars

Nicky Sherrard

Blake Morgan LLP

Nicky is a senior associate private client solicitor based in Cardiff.  She specialises in estate planning matters, to include inheritance tax, wills, trust planning and Lasting Powers of Attorney.Nicky specialises in estate planning matters, to include inheritance tax, wills, trust planning and Lasting Powers of Attorney. She also has extensive experience in the administration of estates, dealing with complex and high value cases often including agricultural and business assets.

Next Generation Partners

Practice head

The lawyer(s) leading their teams.

Lisa Davies

Other key lawyers

Nicky Sherrard, Holly Jones

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